Position in USB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$362,339
-$435,234 QoQ
Shares Held
5,999
-60.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,391
of 2,047 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SeaCrest Wealth Management, LLC holds $11,144,634 across 16 Banks - Regional names. USB ranks #10 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
43,837 | $2,183,959 | |
| 2 | WBS |
Webster Financial Corp
|
23,936 | $1,829,189 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
19,324 | $1,354,032 | |
| 4 | EBC |
Eastern Bankshares, Inc.
|
46,000 | $1,023,040 | |
| 5 | DCOM |
Dime Commercial Bancshares, Inc. /NY/
|
19,593 | $796,455 | |
| 6 | FBNC |
First Bancorp /Nc/
|
11,035 | $705,467 | |
| 7 | SSB |
SouthState Bank Corp
|
6,665 | $665,833 | |
| 8 | RMBI |
Richmond Mutual Bancorporation, Inc.
|
25,853 | $410,545 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,339 | 5,999 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $797,573 | 15,335 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $908,774 | 17,031 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $395,097 | 8,175 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $370,597 | 8,190 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $497,140 | 11,775 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $582,665 | 12,182 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $526,535 | 11,514 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $438,168 | 11,037 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $459,471 | 10,279 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,074,296 | 24,822 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $844,848 | 25,555 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $829,568 | 25,108 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $988,563 | 27,422 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,182,572 | 27,117 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,087,833 | 26,980 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,272,084 | 27,642 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,459,871 | 27,467 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,533,216 | 27,296 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,628,358 | 27,395 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,489,366 | 26,143 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,446,964 | 26,161 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,182,174 | 25,374 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $941,958 | 26,275 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $956,252 | 25,971 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $898,869 | 26,092 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||